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FT Vest Total Return Income Fund: Series B1

CIK: 0002052411 Fixed Income
Report date: 2026-02-27
AUM $119M
Expense Ratio
Category Fixed Income
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

95 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -138
2 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -39
3 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -15
4 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
5 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-140
6 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-12
7 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.43%
$0.51 1,454
8 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-34
9 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-20
10 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
11 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
12 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -22
13 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.44%
$0.53 2,049
14 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.76%
$0.90 4,188
15 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -29
16 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-11
17 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -18
18 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -43
19 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -6
20 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -12
21 BKNG Booking Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
22 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -98
23 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -82
24 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
25 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -31
26 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.44%
$0.52 1,593
27 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-31
28 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -79
29 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -22
30 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -28
31 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.50%
$5.34 23,141
32 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.52%
$0.62 5,310
33 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
1.01%
$1.20 2,097
34 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-9
35 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -9
36 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.37%
$0.44 4,740
37 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.74%
$0.88 3,306
38 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.15%
$2.56 33,194
39 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -51
40 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.48%
$8.88 32,653
41 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.28%
$0.33 2,518
42 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
1.01%
$1.20 5,228
43 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.98%
$1.17 9,322
44 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.38%
$0.45 3,670
45 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.55%
$3.02 9,640
46 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.49%
$0.58 2,154
47 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.18%
$3.77 12,061
48 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.47%
$0.56 2,845
49 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.54%
$0.64 968
50 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.91%
$1.08 1,900
51 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.19%
$2.60 8,078
52 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.97%
$2.34 5,494
53 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.81%
$2.15 19,280
54 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -68
55 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -20
56 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -16
57 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -42
58 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -47
59 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-22
60 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-71
61 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -15
62 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-19
63 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-12
64 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -19
65 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -14
66 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -9
67 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -51
68 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -41
69 BLK Blackrock, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
70 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -7
71 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -27
72 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.56%
$0.66 6,876
73 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.90%
$3.45 5,224
74 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.23%
$0.27 4,733
75 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.65%
$0.77 7,343
76 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.69%
$0.82 2,887
77 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.09%
$1.30 16,165
78 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.80%
$0.95 10,164
79 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.53%
$0.63 9,842
80 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.46%
$0.55 3,603
81 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.47%
$0.55 3,856
82 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.35%
$0.42 16,820
83 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
84 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.54%
$4.20 12,147
85 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.65%
$0.77 144
86 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.49%
$0.58 543
87 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.17 2,889
88 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.42%
$0.50 957
89 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.39%
$0.47 18,817
90 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.54%
$0.64 1,111
91 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.47%
$2.93 6,516
92 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.51%
$0.60 7,389
93 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.22%
$0.26 2,628
94 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.87%
$2.23 6,346
95 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.38%
$0.46 11,191